LPL Financial
CEV

LPL Financial’s Eaton Vance California Municipal Income Trust CEV Stock Holding History

LPL Financial’s Portfolio CEV Stock Details CEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.35M Sell
134,518
-6,167
-4% -$63.8K ﹤0.01% 3879
2025
Q4 		$1.41M Buy
140,685
+36,248
+35% +$372K ﹤0.01% 3727
2025
Q3 		$1.05M Buy
104,437
+35,778
+52% +$345K ﹤0.01% 3956
2025
Q2 		$665K Buy
68,659
+19,210
+39% +$186K ﹤0.01% 4127
2025
Q1 		$495K Buy
49,449
+13,082
+36% +$133K ﹤0.01% 4184
2024
Q4 		$365K Sell
36,367
-22,628
-38% -$238K ﹤0.01% 4353
2024
Q3 		$641K Buy
58,995
+15,704
+36% +$172K ﹤0.01% 3786
2024
Q2 		$471K Buy
43,291
+18,121
+72% +$192K ﹤0.01% 3930
2024
Q1 		$267K Buy
25,170
+6,009
+31% +$63.2K ﹤0.01% 4295
2023
Q4 		$198K Sell
19,161
-1,444
-7% -$13.8K ﹤0.01% 4394
2023
Q3 		$189K Buy
20,605
+7,505
+57% +$73.5K ﹤0.01% 4265
2023
Q2 		$131K Buy
13,100
+2,267
+21% +$22.7K ﹤0.01% 4270
2023
Q1 		$111K Buy
+10,833
New +$110K ﹤0.01% 4188
2022
Q4 		– Sell
-10,086
Closed -$97K – 4467
2022
Q3 		$97K Buy
+10,086
New +$107K ﹤0.01% 4114
2022
Q2 		– Sell
-13,275
Closed -$152K – 4437
2022
Q1 		$152K Buy
+13,275
New +$165K ﹤0.01% 3893
2017
Q2 		– Sell
-28,823
Closed -$355K – 2829
2017
Q1 		$355K Buy
28,823
+1,125
+4% +$13.9K ﹤0.01% 2082
2016
Q4 		$341K Buy
27,698
+106
+0.4% +$1.35K ﹤0.01% 2061
2016
Q3 		$379K Buy
27,592
+21
+0.1% +$295 ﹤0.01% 1950
2016
Q2 		$392K Sell
27,571
-19,124
-41% -$270K ﹤0.01% 1871
2016
Q1 		$685K Buy
46,695
+5,218
+13% +$72.1K ﹤0.01% 1949
2015
Q4 		$554K Buy
41,477
+20,744
+100% +$271K ﹤0.01% 2127
2015
Q3 		$270K Sell
20,733
-7,667
-27% -$97.1K ﹤0.01% 2281
2015
Q2 		$355K Buy
28,400
+553
+2% +$7.29K ﹤0.01% 2171
2015
Q1 		$375K Sell
27,847
-5,455
-16% -$72.8K ﹤0.01% 2065
2014
Q4 		$436K Buy
33,302
+9,785
+42% +$125K ﹤0.01% 1867
2014
Q3 		$292K Buy
23,517
+400
+2% +$4.94K ﹤0.01% 2193
2014
Q2 		$288K Sell
23,117
-1,698
-7% -$21K ﹤0.01% 2237
2014
Q1 		$299K Buy
24,815
+448
+2% +$5.36K ﹤0.01% 2120
2013
Q4 		$274K Buy
24,367
+2,810
+13% +$31.8K ﹤0.01% 2186
2013
Q3 		$243K Sell
21,557
-3,500
-14% -$40.6K ﹤0.01% 2176
2013
Q2 		$307K Buy
+25,057
New +$339K ﹤0.01% 1892

Other funds holding CEV

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
AF
Atala Financial Calabasas, California $149M AUM 23.95% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial's CEV Position: Q1 2026 in Review

LPL Financial reduced its Eaton Vance California Municipal Income Trust (CEV) stake by 4.4% in Q1 2026, selling an estimated $63.8K and leaving 134,518 shares worth $1.35M. The position accounts for ﹤0.01% of the portfolio, ranked #3879.

LPL Financial first reported a position in CEV in Q2 2013 and has held it in 31 quarters since. The position peaked at $1.41M in Q4 2025. 34 funds tracked by Wall St. Rank hold CEV as of Q1 2026.

  • LPL Financial held 134,518 shares of Eaton Vance California Municipal Income Trust worth $1.35M as of Q1 2026.
  • LPL Financial sold 6,167 Eaton Vance California Municipal Income Trust shares in Q1 2026, an estimated $63.8K.
  • Eaton Vance California Municipal Income Trust made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3879 holding.
  • LPL Financial first reported a position in Eaton Vance California Municipal Income Trust in Q2 2013 and has held it in 31 quarters since.
  • LPL Financial's Eaton Vance California Municipal Income Trust position peaked at $1.41M in Q4 2025.
  • 34 funds tracked by Wall St. Rank held Eaton Vance California Municipal Income Trust as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.